Gregory Jones

My goal is to provide my clients clarity and focus with assistance in building their financial freedom.  I have the skills, knowledge and experience required to help meet my clients' established goals.  My personal goal is to become a lifetime resource for each and every client. 

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to help ensure you are on track to achieving your goals.

I have been in the financial services industry for over 20 years.  My background includes a degree in Finance and Economics from SMU and the Series 7, 63 and 65 securities licenses and registrations.  Recognition I have received includes:  MetLife Leaders Conference Qualifier (2005, 2015), and Five Star Weath Management Recepient (2015).

I was raised in San Anonio, Texas but have lived in the DFW Metroplex for over 25 years.  My wife and I have one daughter.  Some of my hobbies include hunting and jogging.

2015 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 07/01/2015 for the period covering 11/30/2014 to 05/18/2015.   The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.